Last Thursday of the Month Club | Millionaire March | 27 March 2025

Last Thursday of the Month Club | Millionaire March | 27 March 2025

This month we decided to do things slightly differently! We wanted to understand what feeling like a millionaire means to YOU! Shirley was recently treated to an amazing trip to Abu Dhabi which left her inspired about how one nation could go from a desert to untold riches and development. Could we not achieve this for ourselves in our financial planning journey? We hope you listen and feel inspired to dream of what makes you feel like a millionaire and how to achieve this!

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Last Thursday of the Month Club | Two-Pot Retirement Reform

Last Thursday of the Month Club | Two-Pot Retirement Reform

For July's Last Thursday of the Month Club we delved into the nitty gritty details of the Two-Pot Retirement Reform coming into effect 1st September 2024. We highlight what the implications would be should you decide to withdraw from your savings pot and whether this decision should be taken lightly.
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What happens to your business and family when you die?

What happens to your business and family when you die?

In this presentation Shirley Drummond CFP® FPSA® highlights the importance of business protection and continuity options for business owners should you pass away. This is a brief presentation aimed at creating awareness around financial planning for business owners.
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